
Inszone Insurance Services Acquires Insurance Resources Group to Expand in Kansas
Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is pleased to announce the acquisition of Insurance Resources Group, Inc. Located in Olathe, Kansas, this acquisition adds a highly experienced and versatile team to the…

PURE Insurance Reports Strong Results as Premiums Surpass $3 Billion
The report underscores disciplined underwriting, exceptional member retention and a differentiated approach to service and risk prevention. Privilege Underwriters Reciprocal Exchange (PURE), the policyholder-owned insurer serving successful homeowners, today released its 2025 Report to Members, highlighting strong financial performance and the…

Northeastern Insurance Named Merchants Insurance Group’s 2025 Agent of the Year
Northeastern Insurance has been named Merchants Insurance Group‘s 2025 Agent of the Year, an annual recognition honoring an agency that exemplifies outstanding performance, quality, exceptional service to their policyholders and community, and a commitment to investing in their employees. Since 2009, Merchants has…

Origami Risk’s Cloud-Native P&C Platform Chosen by Tokio Marine HCC – Specialty Group
Enterprise development initiative includes full suite—policy, billing, and claims—following extensive evaluation and live proof of concept Origami Risk, the industry-leading risk, safety and insurance Software as a Service (SaaS) technology firm, today announced Tokio Marine HCC (TMHCC) – Specialty Group…

Mark Wilhelm Named to Council of Insurance Company Executives Committee
Safety National Casualty Corporation announced today that Mark Wilhelm, Chairman of the Board of Safety National and International Broker Relationships Leader for the Tokio Marine Group, was selected to serve on The Council of Insurance Company Executives (CICE) Committee. “Through…

INFORCE Joins Insurity as a Strategic Partner to Elevate Insurance Technology Implementations
As a system integrator partner, INFORCE will leverage its extensive insurance and delivery expertise to provide best-in-class implementations with precision and speed Insurity, a leading provider of cloud-based software for insurance carriers, MGAs, and brokers, announced a new strategic partnership…

OneAZ Credit Union Extends Strategic Digital Banking Partnership with Lumin Digital
Five-year renewal underscores a shared focus on innovation, scalability, and an elevated member experience Lumin Digital, the leading cloud-native digital banking provider, today announced that OneAZ Credit Union has renewed its partnership for an additional five years, extending a strategic…

Orion Advisor Solutions Appoints Jeff Schwantz to Lead Wealth Management Sales as Advisor Growth Accelerates
Orion announced that Jeff Schwantz has joined the company as Executive Vice President of Wealth Management Sales. In this role, Schwantz will lead Orion’s Wealth Management Sales organization, overseeing strategic growth initiatives that support continued demand as advisory firms look…

Lightyear Capital Closes Fund VI at Hard Cap with $2.5 Billion in Commitments
Fund VI Significantly Oversubscribed, Exceeding Initial Target by 43% Lightyear Capital (“Lightyear”), a middle market private equity firm, announced the final close of Lightyear Fund VI, L.P. at its hard cap of approximately $2.5 billion in capital commitments. Fund VI…

Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
The most advanced estate and tax AI in wealth management, available across every advisor workflow and included for all customers at no additional cost Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester…

Armanino and DataSnipper Form Strategic Partnership to Advance AI-Enabled Internal Audit and Risk Advisory Execution
Partnership reinforces Armanino’s commitment to helping internal audit and risk teams work more strategically through AI adoption Armanino, one of the top 20 accounting and consulting firms in the U.S. and a leader in AI-driven innovation, announced a strategic alliance…

Charles Schwab Invites the Industry to Unite for National Investing Day
Charles Schwab & Co. is inviting firms across the financial services industry to join in the second annual National Investing Day, a collective opportunity to educate people about the power of investing and help them build confidence in their financial…

